As individuals, we each have unique financial goals. As an employee at Lilly, you will receive a range of financial benefits in addition to your salary, including pension contributions, income protection, life insurance, and an employee share incentive scheme. We will provide detailed explanations of each benefit and help align them with your personal policies and objectives. To get started, you can schedule a free consultation with one of our Financial Advisors, who are well-versed in Eli Lilly’s financial packages.
The Employee Share Incentive Scheme can seem daunting, with complex terminology and tax implications that may be confusing. As financial advisors specializing in share option schemes, we can guide you in developing a robust strategy to maximize value and minimize risks associated with the share incentive program. You can schedule a call with a specialist advisor to discuss your share options at any time.
We all aim to retire comfortably after decades of hard work, enjoying the fruits of our labor. However, pensions can sometimes seem overly complicated. A great first step in tackling your pension planning is to establish where you currently stand. Do you know what you will need in retirement? Are you saving enough? How much are you contributing? How much is Lilly contributing? How do any previous pensions you may have saved into affect these numbers? Book a pension consultation today to clearly understand your current position and plan for a secure retirement.
As part of your pay package, Eli Lilly provides sick pay. If you are unable to work, you will receive your full salary for a limited period, followed by a portion of your salary for an extended period. Many individuals also hold their own Income Protection policy, which can pay up to 75% of your salary until retirement. Our goal is to align your entitlements from Lilly with your personal plan, ensuring your income remains secure for the rest of your life. To determine exactly what you need, book an Income Protection consultation here.
When taking out a mortgage, you are required to also take out a life insurance policy that covers the lender in case you pass away before the mortgage is fully paid off. When starting a family, it’s common to take out life insurance to protect your partner and ensure financial security for your children until they become self-sufficient. Eli Lilly also offers a death in service benefit, which is a life insurance policy covering you while you are an employee. We ensure that this policy complements your other life insurance policies, providing the correct amount of cover overall. Schedule a life insurance consultation to make sure you have the right amount of coverage.
f most or all of the topics above require your attention, why not book a session to construct a comprehensive financial plan? We will meticulously review each of the areas mentioned above, as well as other crucial aspects of your financial wellbeing. You will receive a comprehensive financial plan tailored to your specific needs and goals, which we will review annually to ensure you remain on the right path. Additionally, we will provide ongoing support and adjustments as needed to adapt to any changes in your financial situation or life circumstances. Our goal is to ensure your financial future is secure and aligned with your long-term objectives. Schedule your consultation today and take the first step towards financial peace of mind.
